governance/stewardship/fiduciary
June 22, 2016by Investment in Japan
Policies and business activities related to Japan investment opportunities
Business
SMBC to launch rice farming business in a first for Japanese bank
Japan’s Nippon Paper in $290m US beverage container deal
Japan’s Chikyoren appoints Nomura as domestic real estate manager
Policy
Bank of Japan keeps monetary policy steady
IMF calls for overhaul of Abenomics stimulus policies
Economy
Japan keeps economy assessment unchanged, warns of slower consumer price rises
MUFJ: Outlook for the Japanese Economy in Fiscal 2016 and Fiscal 2017 (as of May 2016)
Market
Aso worried by yen’s moves but rules out early intervention
BOJ
BOJ makes contingency plans for Brexit, sees dollar squeeze, yen spike as risks
BOJ’s stimulus decision complicated by domestic data weakness, external risks
BOJ: Overcoming Deflation: Theory and Practice_Speech at Keio University in Tokyo
BOJ minutes from April meeting show some members worried about foreign risks
Governance/Stewardship
”How are Japanese companies becoming better stewards of capital? Improving corporate governance”
SoftBank’s Arora Steps Down as Son Chooses to Stay in Charge